Cerbo EHR · Governance
Analytics Dashboard for Cerbo AI Receptionist
Track call volume, abandonment, membership conversion, and referral velocity across your Cerbo practice.
Section 1
Cerbo practices have been flying blind on phone metrics
Cerbo provides excellent analytics for clinical and billing data — but phone data has historically been invisible unless someone manually logged it. AI changes that by generating structured data for every call, creating a phone analytics layer that integrates with Cerbo's reporting.
Within 30 days of AI activation, Cerbo practices have access to metrics that were previously unavailable: answer rate, abandonment rate, call-to-booking conversion, and after-hours contact volume.
Section 2
Key metrics for Cerbo AI practices
The metrics that matter most depend on your practice type. DPC practices care about membership conversion rate. IV clinics care about procedure booking rate. Functional medicine practices care about new-patient consult conversion.
- Answer rate: percentage of calls answered within 3 rings (target: 95%+)
- Abandonment rate: percentage of callers who hang up before being served (target: <5%)
- AI resolution rate: percentage of calls fully resolved without staff involvement (target: 60–80%)
- Booking conversion: inquiry calls that result in a scheduled appointment
- Membership conversion: inquiry calls that result in a membership enrollment
- After-hours volume: calls outside business hours by type and urgency classification
- Referral intake completion: referral calls with complete packet vs. incomplete
Section 3
Monthly dashboard review
Schedule a monthly 30-minute dashboard review with your practice manager and Cerbo admin. Review the prior month's metrics, identify any routing or script issues, and prioritize any AI flow updates.
Practices that run monthly reviews improve AI resolution rate by 5–10 percentage points in the first six months as edge cases are identified and scripts are refined.
Ready to implement this for your Cerbo practice?
Book a demo and we'll walk through your specific Cerbo workflow — scheduling rules, Chart Parts templates, and after-hours coverage — and show you exactly how MedReception AI handles it.